WFG Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

WFG Advisors’s Portfolio EOI Stock Details EOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$16K	Hold	1,200	–	–	﹤0.01%	1007
2017 Q1	$16K	Hold	1,200	–	–	﹤0.01%	939
2016 Q4	$15K	Hold	1,200	–	–	﹤0.01%	998
2016 Q3	$15K	Hold	1,200	–	–	﹤0.01%	1015
2016 Q2	$15K	Hold	1,200	–	–	﹤0.01%	980
2016 Q1	$15K	Buy	+1,200	New	+$14.8K	﹤0.01%	946
2015 Q1	–	Sell	-17,142	Closed	-$236K	–	1844
2014 Q4	$236K	Buy	17,142 +13,051	+319%	+$179K	0.05%	378
2014 Q3	$56K	Buy	4,091 +39	+1%	+$542	0.01%	884
2014 Q2	$56K	Buy	4,052 +39	+1%	+$519	0.01%	866
2014 Q1	$52K	Buy	4,013 +2,013	+101%	+$26.2K	0.01%	898
2013 Q4	$26K	Hold	2,000	–	–	﹤0.01%	1236
2013 Q3	$24K	Hold	2,000	–	–	﹤0.01%	1202
2013 Q2	$23K	Buy	+2,000	New	+$23.6K	﹤0.01%	1158

Other funds holding EOI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

WFG Advisors's EOI Position: Q2 2017 in Review

WFG Advisors held its Eaton Vance Enhanced Equity Income Fund (EOI) position steady in Q2 2017 at 1,200 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

WFG Advisors first reported a position in EOI in Q2 2013 and has held it in 13 quarters since. The position peaked at $236K in Q4 2014. 47 funds tracked by Wall St. Rank hold EOI as of Q2 2017.

WFG Advisors held 1,200 shares of Eaton Vance Enhanced Equity Income Fund worth $16K as of Q2 2017.
WFG Advisors left its Eaton Vance Enhanced Equity Income Fund share count unchanged in Q2 2017.
Eaton Vance Enhanced Equity Income Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1007 holding.
WFG Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q2 2013 and has held it in 13 quarters since.
WFG Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $236K in Q4 2014.
47 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.